Game Plan Strategy: Beneficiary Financial Checklist
We’re here to help you stay on track with your financial goals. This monthly checklist is designed to keep your financial plan moving in the right direction—one step at a time. Taking a few minutes to review this now can help you make informed decisions and stay ahead of any financial surprises. Office Hours Have […]
RRSP Maturity Options: What you Need to Know
If you are turning 71 this year (born in 1952), you must convert your RRSP to an income plan by the end of 2023. It should be noted that you can convert your RRSP to an income plan at any age prior to 71. KEY TAKEAWAYS: We will review the three income options. We will […]
Key 2023 Financial Planning Facts and Figures
RRSPs Spousal RRSP Rules TFSAs Old Age Security (OAS) OAS Claw Back (recovery tax) 2023 Canada Pension Plan (CPP) Payments Registered Education (RESP) Limits Probate Fees in Ontario Ontario Withholding Tax for RRSP and RRIF withdrawals: 2023 Canadian Controlled Private Corporation (CCPC) Tax Rates for Ontario Important Dates: Source of Information: Download our White […]
